&Partners’s Wintrust Financial WTFC Stock Holding History

&Partners’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	7,455 -1,632	-18%	-$237K	0.01%	1279
2025 Q4	$1.27M	Sell	9,087 -942	-9%	-$125K	0.01%	1095
2025 Q3	$1.33M	Sell	10,029 -1,295	-11%	-$171K	0.01%	957
2025 Q2	$1.4M	Buy	11,324 +4,972	+78%	+$570K	0.01%	826
2025 Q1	$706K	Buy	6,352 +922	+17%	+$114K	0.01%	976
2024 Q4	$695K	Buy	5,430 +2,882	+113%	+$356K	0.01%	919
2024 Q3	$277K	Buy	+2,548	New	+$266K	0.01%	1140

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's WTFC Position: Q1 2026 in Review

&Partners reduced its Wintrust Financial (WTFC) stake by 18% in Q1 2026, selling an estimated $237K and leaving 7,455 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1279.

&Partners first reported a position in WTFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

&Partners held 7,455 shares of Wintrust Financial worth $1.04M as of Q1 2026.
&Partners sold 1,632 Wintrust Financial shares in Q1 2026, an estimated $237K.
Wintrust Financial made up 0.01% of &Partners's portfolio in Q1 2026, its #1279 holding.
&Partners first reported a position in Wintrust Financial in Q3 2024 and has held it in 7 quarters since.
&Partners's Wintrust Financial position peaked at $1.4M in Q2 2025.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.